WCM
PRU icon

Whitener Capital Management’s Prudential Financial PRU Stock Holding History

Whitener Capital Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Buy
3,754
+700
+23% +$71.2K 0.09% 142
2026
Q1 		$298K Buy
3,054
+699
+30% +$72.4K 0.07% 151
2025
Q4 		$266K Hold
2,355
– – 0.06% 148
2025
Q3 		$244K Sell
2,355
-580
-20% -$61.1K 0.06% 152
2025
Q2 		$315K Buy
2,935
+605
+26% +$62.7K 0.08% 134
2025
Q1 		$260K Buy
2,330
+350
+18% +$39.9K 0.07% 140
2024
Q4 		$235K Sell
1,980
-4
-0.2% -$494 0.07% 144
2024
Q3 		$240K Buy
+1,984
New +$235K 0.07% 141
2019
Q4 		– Sell
-335
Closed -$30K – 351
2019
Q3 		$30K Buy
+335
New +$30.4K 0.02% 271

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WCM
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VFM
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return